Categories/Subcategories

I'd like to be able to display my categories in a different order. For example i have a category called expenses. Under that i have a subcategory called Bills & Utilities. Within that subcategory i want to put categories in a different order. Now they are in order alphabetically.
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Answers

  • volvogirl
    volvogirl SuperUser ✭✭✭✭✭
    Start the category name with a number.
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    But, if you have more than 10 categories, you need to start that numbering with 01, not merely 1. And with 001 if you have more than 100 sub-cats
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    If you're going to rename your categories to number them as suggested above, you might also consider whether you need the top category of Expenses (and Income). To me, that just adds unnecessary complication to your category system; Quicken knows what's income and what's expense. I'd eliminate that top level and move your current sub-categories, like Utilities, to be top-level categories. Then when you have sub-categories -- say Electric, Water, Sewer -- they are only one level down. This is easier to view in Quicken screens and reports. 
    Quicken Mac Subscription • Quicken user since 1993
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